SNS Financial Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investing in different funds is a common practice for individuals and organizations looking to diversify their portfolios. One way to track these investments is through the submission of Form 13F to the Securities and Exchange Commission (SEC). This form provides valuable insights into the holdings of various funds and can offer valuable information to investors.

In this article, we will examine the changes in holdings of SNS Financial Group, LLC between Q1 2023 and Q2 2023, as reported in their 13F filings. While we won't go into the technical details of the filing process, we will focus on the significant changes in the fund's investments during this period.

1. QUAL - ISHARES TR:

- Q1 2023: 709,671 shares

- Q2 2023: 695,221 shares

- Change: -6.5%

SNS Financial Group, LLC reduced its holdings in ISHARES TR's QUAL by 6.5% during Q2 2023, decreasing their position from 709,671 shares to 695,221 shares.

2. IEI - ISHARES TR:

- Q1 2023: 543,801 shares

- Q2 2023: 504,496 shares

- Change: -9.1%

The fund also reduced its investment in ISHARES TR's IEI by 9.1% during Q2 2023. Their holdings decreased from 543,801 shares to 504,496 shares.

3. SCHF - SCHWAB STRATEGIC TR:

- Q1 2023: 1,529,280 shares

- Q2 2023: 1,538,737 shares

- Change: +3.1%

SNS Financial Group, LLC slightly increased its position in SCHWAB STRATEGIC TR's SCHF by 3.1% during the second quarter, with holdings rising from 1,529,280 shares to 1,538,737 shares.

4. DGRW - WISDOMTREE TR:

- Q1 2023: 0 shares

- Q2 2023: 515,205 shares

The fund initiated a new position in WISDOMTREE TR's DGRW during Q2 2023, with 515,205 shares acquired.

5. SPY - SPDR S&P 500 ETF TR:

- Q1 2023: 84,378 shares

- Q2 2023: 76,441 shares

- Change: -1.9%

SNS Financial Group, LLC reduced its holdings in SPDR S&P 500 ETF TR's SPY by 1.9% during Q2 2023. The number of shares held decreased from 84,378 to 76,441.

These are just a few examples of the changes in holdings that SNS Financial Group, LLC made during the comparison period. However, it's important to note that these numbers represent a snapshot in time and may not reflect the fund's current positions.

Investors and fund managers closely monitor 13F filings to gain insights into the investment strategies and decisions made by various funds. These reports can offer valuable information about market trends and provide guidance for making informed investment decisions.

As an individual investor, it's essential to analyze these filings alongside other relevant data to understand the broader market landscape and make informed decisions. Consulting with a financial advisor can also provide helpful guidance when interpreting 13F filings and navigating the complex world of investing.

In conclusion, the changes in holdings of SNS Financial Group, LLC during Q1 2023 and Q2 2023, as reported in their 13F filings, highlight their dynamic investment approach. By monitoring these changes, investors can gain valuable insights into the strategies employed by SNS Financial Group, LLC and other funds, aiding them in making more informed investment decisions.